Three major Asean countries — Vietnam, Indonesia and the Philippines — are leading in developing renewable energy sources and giving investors new opportunities.
Solar, green hydrogen and the mobility transition in particular offer investment opportunities within the energy transition space, Steve Howard of Temasek said.
Digital infrastructure and renewables are at the heart of the Canadian pension fund’s Asia strategy — not to mention key sectors for anticipated Asian demand.
Australia’s second largest superannuation fund will only divest as a last resort, saying its better to work with, rather than against, those companies with ESG risks.
The New Zealand sovereign fund will expand into Asia in the coming years.
Investors should dig deeper into subsectors along the value chain to benefit from China’s carbon neutrality push, Asian equities experts said.
EM corporate debt offers positive real yields while Japan stocks are increasingly attractive as a proxy for global growth. Moreover, Asia is set to benefit from the global upturn in the next phase of the cycle.
Institutions and family offices alike are sharpening their focus on themed investments to prepare for transition to low carbon economy.
The Canadian pension fund aims to more than double its regional infrastructure investments by 2026, particularly in renewables, data centres, fibre networks and satellites.
Everything from electric vehicles to energy-efficient building upgrades will need hefty investment if governments are to meet their net-zero ambitions.
The rise of ESG investment, accelerated by Covid, has fuelled strong interest – and more funds – in green power. But asset owners need to acquaint themselves better with the sector.
For the Canadian pension fund, Covid-19 has underlined the value of tie-ups with local and global institutions, and of its long-standing focus on renewable energy.